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CVS Health Corp

CVS
Exchange
NYSE
Industry
Retail-Drug Stores and Proprietary Stores
SEC CIK
0000064803

No open-market purchases or sales by CVS Health Corp insiders were filed in the last 90 days; 2,074 institutions reported holding it in 13F filings for Q2 2026, worth $117.5B in total; 3 superinvestors hold it, including Viking Global Investors and Fairfax Financial.

13F holders, Q3 2026

Institutional positions in CVS Health Corp as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
28
+1 vs. Q2 2026
Shares held
1.29M
−13.6K (−1.1%) vs. Q2 2026
Total value
$110.7M
−$23.7M (−17.6%) vs. Q2 2026
New holders
1
9 more added
Sold out
0
13 more reduced

2,047 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CVS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 2,034 institutionsQ2 2021: 2,068 institutionsQ3 2021: 2,077 institutionsQ4 2021: 2,346 institutionsQ1 2022: 2,367 institutionsQ2 2022: 2,311 institutionsQ3 2022: 2,330 institutionsQ4 2022: 2,411 institutionsQ1 2023: 2,276 institutionsQ2 2023: 2,211 institutionsQ3 2023: 2,121 institutionsQ4 2023: 2,265 institutionsQ1 2024: 2,184 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,848 institutionsQ4 2024: 1,674 institutionsQ1 2025: 1,755 institutionsQ2 2025: 1,760 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,950 institutionsQ1 2026: 1,881 institutionsQ2 2026: 2,074 institutions
Value held
Q1 2021: $74.9BQ2 2021: $85.0BQ3 2021: $86.5BQ4 2021: $106.3BQ1 2022: $104.3BQ2 2022: $95.5BQ3 2022: $98.9BQ4 2022: $95.7BQ1 2023: $74.2BQ2 2023: $68.9BQ3 2023: $70.0BQ4 2023: $80.4BQ1 2024: $80.1BQ2 2024: $60.6BQ3 2024: $63.9BQ4 2024: $47.1BQ1 2025: $73.3BQ2 2025: $75.6BQ3 2025: $82.5BQ4 2025: $89.8BQ1 2026: $79.4BQ2 2026: $117.5B
Institutions holding CVS and their total value by quarter
QuarterHoldersValue
Q2 20262,074$117.5B
Q1 20261,881$79.4B
Q4 20251,950$89.8B
Q3 20251,838$82.5B
Q2 20251,760$75.6B
Q1 20251,755$73.3B
Q4 20241,674$47.1B
Q3 20241,848$63.9B
Q2 20241,918$60.6B
Q1 20242,184$80.1B
Q4 20232,265$80.4B
Q3 20232,121$70.0B
Q2 20232,211$68.9B
Q1 20232,276$74.2B
Q4 20222,411$95.7B
Q3 20222,330$98.9B
Q2 20222,311$95.5B
Q1 20222,367$104.3B
Q4 20212,346$106.3B
Q3 20212,077$86.5B
Q2 20212,068$85.0B
Q1 20212,034$74.9B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding CVS Health Corp; share changes are against Q2 2026.

Institutions holding CVS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
55 North Private Wealth, LLC––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Parcion Private Wealth LLC––––Not filed
Vista Private Wealth Partners. LLC––––Not filed
Southern Financial Group, LLC––––Not filed
Community Bank, N.A.––––Not filed
McAdam, LLC––––Not filed
Aspire Growth Partners LLC––––Not filed
GW Henssler & Associates Ltd––––Not filed
Wescott Financial Advisory Group, LLC––––Not filed
Diversified Enterprises, LLC––––Not filed
Winthrop Advisory Group LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Aviance Capital Partners, LLC––––Not filed
Clayton Financial Group LLC––––Not filed
Cambient Family Office, LLC––––Not filed
Birchbrook, Inc.––––Not filed
USA Financial Formulas––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Pine Haven Investment Counsel, Inc––––Not filed
US Asset Management LLC––––Not filed
Nilsine Partners, LLC––––Not filed
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors––––Not filed
LexAurum Advisors, LLC––––Not filed
City Center Advisors, LLC––––Not filed
Plan Group Financial, LLC––––Not filed
Waldron Private Wealth LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed
Forum Private Client Group LLC––––Not filed
Pekin Hardy Strauss, Inc.––––Not filed
Granite Islands Private Wealth, LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Fortis Advisors, LLC––––Not filed
Folger Nolan Fleming Douglas Capital Management, Inc––––Not filed
BridgePort Financial Solutions, LLC––––Not filed
Sienna Gestion––––Not filed
BCJ Capital Management, LLC––––Not filed
Founders Financial Alliance, LLC––––Not filed
Keel Point, LLC––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
New Republic Capital, LLC––––Not filed
Bull Harbor Capital LLC––––Not filed
German American Bancorp, Inc.––––Not filed
Ballast Advisors LLC––––Not filed
Eagle Strategies LLC––––Not filed
Alliance Wealth Advisors, LLC––––Not filed
St. Clair Advisors, LLC––––Not filed
JNBA Financial Advisors––––Not filed
Plimoth Trust Co LLC––––Not filed
Optivise Advisory Services LLC––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Axiom Financial Strategies, LLC––––Not filed
Tortuga Wealth Management, Inc––––Not filed
Lesa Sroufe & Co––––Not filed
Wallace Advisory Group, LLC––––Not filed
Resolute Capital, LLC––––Not filed
Petra Financial Advisors Inc––––Not filed
Cromwell Holdings LLC––––Not filed
Quest 10 Wealth Builders, Inc.––––Not filed
Fell Capital Management––––Not filed
Center for Wealth Management Advisory––––Not filed
Main Street Financial Solutions, LLC––––Not filed
LGT Group Foundation––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed
Luken Investment Analytics, LLC––––Not filed
Silver Oak Securities, Inc––––Not filed
Berkshire Asset Management LLC––––Not filed
Freestone Capital Holdings, LLC––––Not filed
Carlton Hofferkamp & Jenks Wealth Management, LLC––––Not filed
Kestra Investment Management, LLC––––Not filed
Compass Wealth Management LLC––––Not filed
Virtu Financial LLC––––Not filed
Ancora Advisors, LLC––––Not filed
Horizon Bancorp Inc––––Not filed
Landaas & Co––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
MW Advisory, LLC––––Not filed
Alamar Capital Management, LLC––––Not filed
Income Insurance Ltd––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Independence Bank of Kentucky––––Not filed
Triad Wealth Partners, LLC––––Not filed
International Private Wealth Advisors LLC––––Not filed
Financial Advisors Network, Inc.––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Marshall Investment Management, LLC––––Not filed
Decision Investments, Inc––––Not filed
WealthBridge Capital Management, LLC––––Not filed
Summit Wealth Group LLC––––Not filed
Hoxton Planning & Management, LLC––––Not filed
Sym Financial Corp––––Not filed
Stonebrook Private Inc.––––Not filed
Red Door Wealth Management, LLC––––Not filed
One Wealth Capital Management, LLC––––Not filed
Crescent Grove Advisors, LLC––––Not filed
Waddell & Associates, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
PCB Capital LLC––––Not filed